401(k) · DOL Form 5500 · 2022
Rzh Advisors 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $469,322
- Avg per participant High balance/head
Official DOL plan name: Rzh Advisors 401(k) Profit Sharing Plan & Trust · Sponsored by Rzh Advisors · Connecticut · Finance & Insurance
$3M in assets, 7 participants
Rzh Advisors's Rzh Advisors 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,652 in Finance & Insurance (9,261 peers)
2022 asset change
Rzh Advisors 401(k) Profit Sharing Plan & Trust pulled back noticeably 8.1% in 2022 ($4M → $3M) for 7 participants.
- #2,652
- in Finance & Insurance (9,261 peers)
- -8.1%
- assets change YoY
The plan reported a net loss of $289K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rzh Advisors 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Rzh Advisors 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,285,251 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rzh Advisors 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rzh Advisors 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.
DOL schedule card
Filing strip 061571660 · Rzh Advisors PY 2022 · 401(k)
Rzh Advisors 401(k) Profit Sharing Plan & Trust · $3M · 7 · 42nd
- EBSA $3M
- PART 7
- TYPE 42nd
- NET 401(k)
- BOOK near Dick Lavy Trucking, Inc 401(k) Retirement Plan
- VS-ST ind #2652
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Connecticut →
Rzh Advisors 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Rzh Advisors years around the 2022 move
Sponsor-wide plan assets over time
All Rzh Advisors plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $3M |
| 2023 | 1 | 11 | $4M |
| 2024 | 1 | 11 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$289K |
| Employer EIN | 061571660 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Rzh Advisors 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Dick Lavy Trucking, Inc 401(k) Retirement Plan in OH ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.